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Tranquility Partners, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tranquility Partners, LLC on JEPI, newest first. How the timeline and the estimate are built.

Tranquility Partners, LLC held 15,447 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,447 shares
    Change vs previous 13F +144 shares

    0.3% of the 13F portfolio, value $872,473.

    13F-HR 0002085853-26-000814 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,303 shares
    Change vs previous 13F +1,014 shares

    0.33% of the 13F portfolio, value $867,391.

    13F-HR 0002085853-26-000420 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,289 shares
    Change vs previous 13F -749 shares

    0.29% of the 13F portfolio, value $817,929.

    13F-HR 0002085853-26-000174 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,038 shares
    Change vs previous 13F +226 shares

    0.29% of the 13F portfolio, value $858,680.

    13F-HR 0002085853-25-000197 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,812 shares
    Change vs previous 13F +159 shares

    0.3% of the 13F portfolio, value $842,087.

    13F-HR 0001667731-25-000962 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,653 shares
    Change vs previous 13F +1,034 shares

    0.32% of the 13F portfolio, value $837,249.

    13F-HR 0001667731-25-000514 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,619 shares
    Change vs previous 13F -1,294 shares

    0.3% of the 13F portfolio, value $797,276.

    13F-HR 0001667731-25-000171 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,913 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $887,487.

    13F-HR 0001783773-24-000004 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).